Value investing is at its core the marriage of a contrarian streak and a calculator.

investingvalue-investingMargin of Safety, 1991

The stock market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.

marketsbehaviorBaupost Letter, 2009

Risk is not inherent in an investment; it is always relative to the price paid.

riskvalue-investingMargin of Safety, 1991

The single greatest edge an investor can have is a long-term orientation in a market dominated by short-term thinking.

long-termpatienceBaupost Letter, 2012

Successful investing requires patience, discipline, and a tolerance for uncertainty. It also helps to have a sense of humor.

disciplinepatienceMargin of Safety, 1991

You can't fully appreciate the value of cash until you see something to buy at a terrific price and don't have it.

cashopportunityBaupost Annual Letter, 2008